General

Our Company

• Tell me about your company
• What states are you licensed in?
• How have you not lost a case if you don’t do litigation?
• What happens if you go out of business?
• Why aren’t you accredited with the BBB?
• I’ve read online that you are not very responsive with your clients.
• Is my information secure once I send it to you?

See less ▼

Our Services

• What do you guys do?
• I’m an [real estate investor / entrepreneurs / biz owner / etc.…]. How can you help me?
• What does “manage everything” mean?
• What is the Vault?

Pricing

• Is the $25k Elite program a one-time fee or recurring?
• These prices are high.
• Can I speak with a reference?
• I can get an LLC through Legal Zoom for a couple hundred dollars.
• Are these prices locked in once I buy?
• What are your annual ongoing fees?
• Can’t I just do this myself?
• Do I need a minimum amount of wealth / assets to qualify?
• I don’t have any/many investment properties yet, so I’ll get started with my structure later once I’ve acquired more assets.

See less ▼

Client Experience

• How long does it take to get my stuff?
• Why does it take so long?
• How do you store my data?

Competitors

• How are you different from other companies?
• How are you different from Anderson Advisors?
• How are you different from a local attorney or CPA?